Latest / Money & Taxes from Bb to XYZ
We’re Insuring What, Now?
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, focus on three key types of personal insurance protection: life, disability, and long-term care insurance. They explain how each type of coverage fits into a broader financial plan, when different policies may make sense, and why insurance should be used intentionally. The conversation covers term versus permanent life insurance, income protection through disability insurance, and the growing costs and evolving strategies surrounding long-term care coverage, including hybrid…
The skinny
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